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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
151
Hennion & Walsh Asset Management
New Jersey
$38.2M -$188K -1,331 -0.5%
PFA
152
Pathway Financial Advisors
Vermont
$38.1M +$1.37M +9,685 +3%
SWA
153
Strategies Wealth Advisors
Michigan
$38M -$5.22K -37 -0%
AAS
154
Ameritas Advisory Services
Nebraska
$37.7M +$1.95M +13,795 +5%
W
155
WealthOne
New York
$36.9M +$845K +5,990 +2%
JHCM
156
Juniper Hill Capital Management
California
$36.9M – – –
SP
157
Symmetry Partners
Connecticut
$36.7M +$1.2M +8,527 +3%
OFG
158
Oxford Financial Group
Indiana
$36.6M -$1.48M -10,496 -4%
IAIM
159
Industrial Alliance Investment Management
Quebec, Canada
$36.5M – – –
ACA
160
Affinity Capital Advisors
California
$36.2M +$1.18M +8,334 +3%
SQA
161
Simon Quick Advisors
New Jersey
$35.6M +$15.4M +108,866 +72%
SF
162
Summit Financial
New Jersey
$35.5M -$2.74M -19,408 -7%
AA
163
ALPS Advisors
Colorado
$35.2M -$3.13M -22,185 -8%
S
164
SignatureFD
Georgia
$35M +$14.4M +101,809 +62%
CSPAM
165
Cary Street Partners Asset Management
Virginia
$34.9M -$61.8K -438 -0.2%
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.8M -$2.91M -20,615 -7%
TWP
167
Total Wealth Planning
Ohio
$34.3M +$849K +6,020 +2%
GT
168
Glenmede Trust
Pennsylvania
$34.1M +$207K +1,467 +0.6%
PIFP
169
Partners in Financial Planning
Virginia
$34.1M +$1.13M +7,983 +3%
EWA
170
Exencial Wealth Advisors
Oklahoma
$33.9M +$1.37M +9,695 +4%
AWM
171
Angeles Wealth Management
California
$33.9M +$36.2M +256,800 New
AF
172
Allworth Financial
California
$33.9M -$611K -4,333 -2%
SFP
173
Shepherd Financial Partners
Massachusetts
$33.9M +$3.28M +23,259 +10%
VVP
174
Venture Visionary Partners
Ohio
$33.8M +$8.76M +62,115 +32%
RWB
175
RMR Wealth Builders
New Jersey
$33.5M +$1.94M +13,772 +6%
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